Savvy Advisors, Inc. Incresed Positions in Q2 2025

Savvy Advisors, Inc.

  • $1.46 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
KO
Coca Cola CO

Consumer Defensive
4.38K
+ 13.64%
$68.37 - $73.9 $299K - $324K
36.5K $2.58M
VIG
Vanguard Dividend Appreciation

ETFs
1.54K
+ 24.68%
N/A
7.77K $1.42M
DBMF
Litman Gregory Fds Tr Imgp Dbi

ETFs
10K
+ 25.96%
$24.61 - $25.89 $247K - $260K
48.6K $1.25M
CRWD
Crowd Strike Holdings, Inc.

Technology
197
+ 18.48%
$321.63 - $509.31 $63.4K - $100K
1.26K $643K
COF
Capital One Financial Corp

Financial Services
1.05K
+ 87.31%
$150.57 - $212.76 $157K - $223K
2.24K $477K
NVS
Novartis Ag

Healthcare
1.55K
+ 19.88%
$101.96 - $121.01 $158K - $187K
9.33K $1.13M
QUBT
Quantum Computing Inc.

Technology
150
+ 0.65%
$5.87 - $21.22 $881 - $3.18K
23.1K $443K
DE
Deere & CO

Industrials
291
+ 10.35%
$412.99 - $531.48 $120K - $155K
3.1K $1.58M
PGR
Progressive Corp

Financial Services
1.28K
+ 25.0%
$255.27 - $288.74 $326K - $369K
6.39K $1.7M
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
10.3K
+ 47.1%
$24.14 - $25.43 $250K - $263K
32.3K $800K
XMMO
Invesco Exchange Traded Fd Tr

ETFs
164
+ 1.12%
$101.93 - $128.63 $16.7K - $21.1K
14.8K $1.91M
VO
Vanguard Mid Cap ETF

ETFs
491
+ 10.35%
$228.54 - $279.83 $112K - $137K
5.24K $1.47M
LVHI
Franklin International Low Vol

ETFs
7.13K
+ 101.28%
$28.91 - $33.28 $206K - $237K
14.2K $461K
SCHA
Schwab Strategic Tr Us Small C

ETFs
4.24K
+ 6.37%
$20.42 - $25.3 $86.6K - $107K
70.9K $1.79M
AMP
Ameriprise Financial Inc

Financial Services
393
+ 86.0%
$422.19 - $533.73 $166K - $210K
850 $453K
LHX
L3 Harris Technologies, Inc.

Industrials
527
+ 22.05%
$200.21 - $256.99 $106K - $135K
2.92K $731K
TT
Trane Technologies PLC

Industrials
290
+ 27.75%
$315.21 - $437.41 $91.4K - $127K
1.34K $583K
FNDE
Schwab Fundamental Emerging Mk

ETFs
6.27K
+ 81.56%
$26.66 - $33.09 $167K - $207K
13.9K $460K
MCD
Mcdonalds Corp

Consumer Cyclical
1.61K
+ 13.24%
$285.55 - $321.23 $459K - $516K
13.7K $4.02M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
5.51K
+ 26.46%
$24.38 - $30.18 $134K - $166K
26.3K $793K
GD
General Dynamics Corp

Industrials
630
+ 40.86%
$247.68 - $291.66 $156K - $184K
2.17K $633K
GRMN
Garmin LTD

Technology
1.05K
+ 92.51%
$173.63 - $218.07 $182K - $229K
2.19K $456K
DUK
Duke Energy Corp

Utilities
1.89K
+ 49.66%
$112.46 - $124.05 $212K - $234K
5.69K $671K
PRU
Prudential Financial Inc

Financial Services
2.14K
+ 37.11%
$95.12 - $112.71 $203K - $241K
7.89K $847K
FVD
First Tr Value Line Divid Inde

ETFs
4.44K
+ 15.86%
$40.62 - $45.12 $180K - $200K
32.4K $1.45M
DFAE
Dimensional ETF Tr

ETFs
5.22K
+ 33.1%
$22.87 - $28.95 $119K - $151K
21K $608K
WM
Waste Management Inc

Industrials
927
+ 15.71%
$216.47 - $242.1 $201K - $224K
6.83K $1.56M
EVR
Evercore Inc.

Financial Services
392
+ 33.56%
$163.77 - $271.5 $64.2K - $106K
1.56K $421K
ICE
Intercontinental Exchange, Inc.

Financial Services
855
+ 36.7%
$151.62 - $183.47 $130K - $157K
3.19K $584K
GILD
Gilead Sciences, Inc.

Healthcare
1.67K
+ 57.09%
$96.91 - $113.0 $162K - $189K
4.6K $509K
KMI
Kinder Morgan, Inc.

Energy
5.46K
+ 26.7%
$25.21 - $29.4 $138K - $161K
25.9K $762K
MAIN
Main Street Capital Corp

Financial Services
2.47K
+ 20.39%
$49.15 - $59.32 $121K - $146K
14.6K $860K
VBR
Vanguard Small Cap Value ETF

ETFs
748
+ 22.12%
$162.76 - $195.77 $122K - $146K
4.13K $805K
PPA
Invesco Exchange Traded Fd Tr

ETFs
798
+ 33.61%
$105.2 - $141.69 $83.9K - $113K
3.17K $449K
SKOR
Flexshares Tr Credit Scored Us

ETFs
3.48K
+ 83.0%
$47.3 - $48.78 $165K - $170K
7.68K $374K
ODFL
Old Dominion Freight Line, Inc.

Industrials
1.13K
+ 30.87%
$146.74 - $176.07 $165K - $198K
4.78K $775K
CL
Colgate Palmolive CO

Consumer Defensive
1.98K
+ 54.83%
$87.57 - $96.0 $173K - $190K
5.59K $508K
VLO
Valero Energy Corp

Energy
1.21K
+ 42.23%
$104.69 - $141.77 $127K - $171K
4.07K $547K
ITW
Illinois Tool Works Inc

Industrials
683
+ 31.71%
$218.41 - $252.43 $149K - $172K
2.84K $701K
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
8.5K
+ 54.1%
$19.44 - $19.56 $165K - $166K
24.2K $472K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
3.36K
+ 9.12%
$22.92 - $28.05 $77K - $94.2K
40.2K $1.13M
RY
Royal Bank Of Canada

Financial Services
694
+ 18.06%
$108.36 - $131.55 $75.2K - $91.3K
4.54K $596K
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
3.54K
+ 39.55%
$32.0 - $39.87 $113K - $141K
12.5K $497K
ACN
Accenture PLC

Technology
693
+ 18.94%
$279.23 - $323.21 $194K - $224K
4.35K $1.3M
TSLX
Sixth Street Specialty Lending, Inc.

Financial Services
4.83K
+ 15.92%
$19.16 - $23.81 $92.4K - $115K
35.1K $836K
ECL
Ecolab Inc.

Basic Materials
459
+ 21.95%
$225.65 - $270.95 $104K - $124K
2.55K $687K
ZTS
Zoetis Inc.

Healthcare
1.11K
+ 54.0%
$144.41 - $170.3 $161K - $190K
3.18K $495K
ABT
Abbott Laboratories

Healthcare
637
+ 3.08%
$123.95 - $138.08 $79K - $88K
21.3K $2.9M
TMUS
T Mobile Us, Inc.

Communication Services
1.31K
+ 23.6%
$220.99 - $268.54 $290K - $352K
6.87K $1.64M
Activity Summary
Buys All Purchases 516 New Holdings 160 Increased Positions 356 Sells All Sells 118 Reductions 118 Sold out 0 Options Calls 0 Puts 0
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